Projekly + Superchat Integration

Connect Projekly to Superchat in 1 click

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Popular Projekly + Superchat Workflows

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Projekly + Superchat Integration

Create Superchat contact for new Projekly client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Projekly - Superchat integration, anytime a new Projekly client is created, an Superchat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Superchat + Projekly Integration

Create Projekly client for new Superchat contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Superchat - Projekly integration, anytime a new Superchat contact is created, an Projekly client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Superchat + Projekly Integration

Create Projekly task for new Superchat contact

Superchat and Projekly are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Superchat, do you also create a task in Projekly? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Create Your Own Projekly & Superchat Integration Without Any Code

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Projekly + Superchat Integration
1.
  • Projekly
    Event is created in Projekly
  • Projekly
    Product is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Superchat
    Note is created in Superchat Instant
  • Superchat
    Outbound message is created in Superchat Instant
  • Superchat
    Inbound message is created in Superchat Instant
  • Superchat
    Contact is updated in Superchat Instant
  • Superchat
    Contact is created in Superchat Instant
2.
  • Projekly
    Create task in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update product in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
  • Superchat
    Create contact in Superchat
  • Superchat
    Update contact in Superchat
  • Superchat
    Search contact in Superchat
  • Superchat
    Update conversation status in Superchat
  • Superchat
    Create note in Superchat
  • Superchat
    Add contact to contact list in Superchat
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